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PFS Experienced Path Pre-Work Bundle
Personal Financial Planning
Bundle

PFS Experienced Path Pre-Work Bundle

This bundle is pre-work for scheduled live in-person or on-line PFS Experienced Pathway events. If taking the Experienced Pathway on your own, purchase the PFS Experienced CPA Education and Assessment products.

$596$368.41 - $566.20
5% bundle discount applied
Do you have an AICPA membership? Log in to apply your member discount.

Products included

5

Format

Multiple

CPE Credits

6

Product Number

PFSEXPBUN

 Business & partner 
Bundle Details

Your Experienced Path to the PFS credential starts here.

As an experienced CPA working with individuals and families, you engage with your clients on a wide variety of PFP topics – tax, retirement, estate, investment, and risk management planning, among others. This collection of courses will provide the framework to tie these conversations together and enhance your knowledge of personal financial planning.

Passing the PFS Experienced CPA Assessment allows you to obtain the CPA-exclusive PFS credential that builds on your CPA and opens the door to deepening client relationships and adding value to your firm.

Who Will Benefit

  • CPA with the additional experience needed to qualify for the PFS credential’s Experienced CPA Pathway.
What’s included in this bundle
CPE SELF-STUDY
Online
NASBA Field of Study: Specialized Knowledge
$99
$60.04 - $94.05
5% bundle discount applied
Read
Learning Outcomes
  • Recall the strategic tool used to identify fundamental personal financial planning goals.
  • Recognize a personal financial planning service.
  • Identify a statistical measure of the change in prices for a set of products.
  • Select the alternative name for the interest rate used in determining present value.
  • Calculate an inflation-adjusted return.
  • Recall an assumption used when calculating serial payments.
Product Details

This CPE course can be purchased individually or as part of the PFP Practical Applications Certificate Program.

To help your personal financial planning clients establish realistic financial goals, you must have a fundamental understanding of the time value of money concepts and be comfortable using a financial calculator or time value of money software.

In this audiovisual CPE course, Tom Tillery covers:

  • The time value of money
  • Cash management strategies
  • The creation of the personal financial planning client's spending plan

Once you complete this course, you'll be able to apply these concepts to create a financial plan and help your clients implement it in order to reach their financial independence and retirement goals.

View product detail in full
CPE SELF-STUDY
Online
NASBA Field of Study: Specialized Knowledge
$99
$75.05 - $94.05
5% bundle discount applied
Read
Learning Outcomes
  • Recognize who may provide personal financial planning services.
  • Identify the how a personal financial planner is regulated.
  • Select the securities Act known as the "truth in securities" law.
  • Identify what constitutes compensation for a registered investment adviser.
  • Recall the regulatory exclusion that exempts an adviser from registering as an investment adviser.
  • Choose which government agency is tasked with the enforcement of the Securities Act of 1933.
Product Details

This CPE course can be purchased individually or as part of the PFP Practical Applications Certificate Program.

The regulatory and fiduciary landscape for personal financial planning is complex. Practitioners who practice in this discipline face a challenging regulatory maze.

SSPFPS-No. 1 provides a roadmap to traverse this maze and gives an understanding of the regulatory landscape, which is crucial to effectively practice the discipline.

In this audiovisual course, Tom Tillery discusses key areas you need to understand, and adhere to, in order to effectively provide financial planning services, including:

  • The regulatory landscape
  • The fiduciary duty of the financial planner
  • Registration and licensing requirements
  • Professional liability and compliance requirements

Also covered are some of the laws that govern the securities industry:

  • Securities Act of 1933
  • Securities Exchange Act of 1934
  • Investment Company Act of 1940
  • Investment Advisers Act of 1940
View product detail in full
CPE SELF-STUDY
Online
NASBA Field of Study: Specialized Knowledge
$99
$60.04 - $94.05
5% bundle discount applied
Read
Learning Outcomes
  • Recall the AICPA Principle of Professional Conduct, defined as "the quality from which the public trust derives and the benchmark against which a member must ultimately test all decisions."
  • Identify the AICPA Principle of Professional Conduct that is derived from a "synthesis of education and experience."
  • Select the discipline that is not regulated as a profession.
  • Determine when Statement on Standards in Personal Financial Planning Services No. 1 applies.
Key Topics
  • Professional standards and ethics, as required by the AICPA
  • The Statement on Standards in Personal Financial Planning Services
Product Details

This CPE course can be purchased individually or as part of the PFP Practical Applications Certificate Program.

The Statement on Standards in Personal Financial Planning Services No. 1 (SSPFPS No. 1) provides a comprehensive roadmap for the practice of personal financial planning at a professional level.

In this audiovisual course updated for the Tax Cuts and Jobs Act and other recent trends and developments, Tom Tillery explains the professional standards and ethics required by the AICPA, including:

  • Integrity
  • Objectivity
  • Competence
  • Fairness
  • Confidentiality
  • Professionalism
  • Diligence
  • Unauthorized practice of law

Gain the necessary information you need to incorporate these requirements into your professional practice and client engagements.

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Product Details

Finish up your PFS Experienced CPA Pathway here.

Qualifying for the Experienced CPA Pathway means you have substantial experience working with individuals and families and engaging them on a wide variety of PFP topics – tax, retirement, estate, investment, and risk management planning, among others.

This exam is a streamlined assessment that applies the knowledge and expertise you have gained over the last seven years, along with the required PFS Experienced CPA Education, to case studies in the course.

Why take this exam?

This exam is the culmination of a rigorous pathway that started by obtaining your CPA license, accumulating a substantial amount of financial planning experience working with individuals and families (tax, retirement, estate, investments, and risk management), and staying competent in these areas through ongoing education.

Passing the PFS Experienced CPA Assessment allows you to obtain the CPA-exclusive PFS credential that builds on your CPA and opens the door to deepening client relationships and adding value to your firm.

You will meet the examination requirement for the PFS credential’s Experienced CPA Pathway once you pass this PFS Experienced CPA Assessment. It will apply the PFP Body of knowledge topics to the case studies covered in the required Practical PFP Applications CPE course in an online proctored environment.

Step 1: Exam registration/purchase. Purchase the PFS Experienced CPA Assessment and receive an email confirmation of your purchase. Upon completion of this initial exam registration, your credit card will be charged the non-refundable exam fee. Upon successfully passing the PFS Experienced CPA Assessment and subsequently applying for the PFS credential, you will be required to pay a PFS credential fee.

Step 2: Exam scheduling. Five to eight business days after receiving your purchase confirmation email, we will send out the Notice to Schedule (NTS) email enabling you to schedule the specific day and either online proctor time or testing center location to take the exam any time over the next 12 months.

PAYMENT OF THE EXAM FEE SERVES AS CONFIRMATION THAT YOU HAVE READ THE REGISTRATION & SCHEDULING TERMS & CONDITIONS. VIEW THE REGISTRATION & SCHEDULING TERMS AND CONDITIONS.

It is extremely important that the AICPA has the most recent contact information and email address for each registrant as your email and mailing address will be utilized for all communications regarding this exam. Log in to view or update your information.

See http://www.aicpa.org/PFSexperiencedpath for details.

View product detail in full
CPE SELF-STUDY
Online
NASBA Field of Study: Specialized Knowledge
$99
$60.04 - $94.05
5% bundle discount applied
Read
Learning Outcomes
  • Recognize the steps in the personal financial planning process.
  • Select the step in the personal financial planning process that defines the client's responsibilities.
  • Recall the requirements of the Statement on Standards in Personal Financial Planning Services No. 1, in the case of a conflict of interest.
  • Identify the step in the personal financial planning process that addresses scope limitations.
Product Details

This CPE course can be purchased individually or as part of the PFP Practical Applications Certificate Program.

Personal financial planning is a process with multiple steps requiring a disciplined approach to gathering data and responding to scope limitations and conflicts of interest. Each step in the PFP process has the potential to change the direction of the engagement.

In this audiovisual CPE course, Tom Tillery covers elements of the overall planning process, including:

  • Gathering data
  • Establishment of financial objectives
  • Identification of constraints

This course also covers The Statement on Standards in Personal Financial Planning Services (SSPFPS) No. , and the seven steps in the PFP process.

Finally, you'll also gain a deep knowledge of the spending plan and the statement of financial position, documents you'll need to understand to be able to best serve your personal financial planning clients.

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Cancellation Policy
View our Cancellation policy here
PFS Experienced Path Pre-Work Bundle
0
Nonmember Price
$596.00
Bundle Discount
$29.80
Price excluding sales tax
$566.20
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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